An Administrator wants to trigger a follow-up task for the opportunity owner when they close an opportunity as won and another task after 60 days to check in with the customer. which two automation…

Question

Options

• Aprocess builder
• Bworkflow Rule
• CField Update
• DOutbound Message

• A
  80% (35)
• B
  14% (6)
• D
  7% (3)

Explanation

Process Builder (A) is the primary correct tool here: it can handle both requirements in a single automation - creating an immediate task when the Opportunity Stage is set to "Closed Won," and scheduling a time-based action (the 60-day customer check-in task) using its built-in scheduled actions feature. Field Update (C) works alongside Process Builder as an action type - you can configure a Field Update within the process (e.g., stamping a date field) to enable or drive subsequent time-based logic.

Workflow Rule (B) is a distractor because, while it supports time-dependent actions, it lacks the multi-criteria, multi-action flexibility of Process Builder needed to elegantly handle both the immediate and scheduled tasks; Process Builder supersedes it for complex, chained requirements. Outbound Message (D) is wrong because it sends data to external systems via SOAP - it has nothing to do with creating internal Salesforce tasks.

Memory tip: Think of Process Builder as the "Swiss Army knife" of Salesforce automation - it can trigger immediately AND on a schedule, and it uses action types like Field Update and Create Task. If a scenario involves tasks + timing in one flow, Process Builder is almost always involved.

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